True Private Wealth Advisors Reduced Holdings in Q4 2024

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-47.9K
- 3.76%
$65.95 - $72.56 $3.16M - $3.48M
1.23M $81.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11.9K
- 75.48%
$481.22 - $538.17 $5.74M - $6.42M
3.87K $1.98M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-85.9K
- 57.37%
$45.07 - $47.1 $3.87M - $4.04M
63.8K $2.88M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.38K
- 40.09%
$570.51 - $610.59 $3.07M - $3.28M
8.04K $4.73M
AGZ
Ishares Agency Bond ETF

ETFs
-7.34K
- 0.98%
$107.68 - $110.37 $790K - $810K
744K $80.4M
FDL
First Tr Morningstar Dividend

ETFs
-18K
- 1.85%
$39.59 - $43.95 $713K - $792K
957K $38.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-23.6K
- 48.4%
$94.43 - $105.47 $2.23M - $2.49M
25.2K $2.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-22.7K
- 50.76%
$81.68 - $82.93 $1.85M - $1.88M
22K $1.81M
PFF
Ishares Trust Ishares Pfd And

ETFs
-47.7K
- 33.74%
$31.23 - $33.51 $1.49M - $1.6M
93.6K $2.94M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-27.5K
- 3.25%
$50.73 - $51.08 $1.4M - $1.41M
819K $41.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.88K
- 1.76%
$183.23 - $199.79 $528K - $576K
161K $29.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-26.5K
- 64.71%
$49.03 - $53.35 $1.3M - $1.42M
14.5K $741K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-146
- 0.05%
$174.22 - $187.62 $25.4K - $27.4K
316K $55.5M
EFV
Msci Eafe Value ETF

ETFs
-17.9K
- 56.62%
$51.78 - $57.15 $928K - $1.02M
13.7K $720K
EFG
Msci Eafe Growth ETF

ETFs
-8.84K
- 55.64%
$96.83 - $106.88 $856K - $945K
7.05K $682K
MBB
Ishares Tr

ETFs
-9.55K
- 49.08%
$91.26 - $95.82 $871K - $915K
9.9K $907K
IVE
Ishares S&P 500 Value ETF

ETFs
-3.64K
- 20.36%
$189.5 - $206.17 $689K - $750K
14.2K $2.72M
URI
United Rentals, Inc.

Industrials
-83
- 1.47%
$704.44 - $880.32 $58.5K - $73.1K
5.57K $3.92M
JNJ
Johnson & Johnson

Healthcare
-694
- 2.22%
$143.34 - $165.86 $99.5K - $115K
30.6K $4.42M
ABBV
Abb Vie Inc.

Healthcare
-370
- 1.27%
$164.99 - $203.87 $61K - $75.4K
28.9K $5.13M
MSFT
Microsoft Corp

Technology
-721
- 2.03%
$406.35 - $454.46 $293K - $328K
34.7K $14.6M
PEP
Pepsico Inc

Consumer Defensive
-930
- 3.61%
$151.29 - $176.1 $141K - $164K
24.9K $3.78M
XOM
Exxon Mobil Corp

Energy
-633
- 1.52%
$105.51 - $125.37 $66.8K - $79.4K
41K $4.41M
STZ
Constellation Brands, Inc.

Consumer Defensive
-324
- 3.96%
$219.66 - $257.62 $71.2K - $83.5K
7.86K $1.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.86K
- 1.27%
$61.68 - $67.87 $361K - $397K
455K $28.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.77K
- 11.28%
$113.92 - $127.38 $315K - $352K
21.7K $2.51M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.67K
- 12.87%
$148.14 - $166.23 $544K - $610K
24.9K $3.97M
NVDA
Nvidia Corp

Technology
-8.58K
- 13.48%
$117.0 - $148.88 $1M - $1.28M
55.1K $7.4M
VZ
Verizon Communications Inc

Communication Services
-1.03K
- 1.89%
$39.6 - $45.21 $40.8K - $46.6K
53.5K $2.14M
MMM
3 M CO

Industrials
-314
- 1.06%
$124.74 - $137.12 $39.2K - $43.1K
29.4K $3.8M
CVX
Chevron Corp

Energy
-1.11K
- 3.19%
$141.15 - $162.53 $157K - $180K
33.7K $4.88M
IEMG
Ishares Inc

ETFs
-4.41K
- 9.65%
N/A
41.2K $2.21M
IWM
Ishares Russell 2000 ETF

ETFs
-1.05K
- 0.77%
$216.13 - $242.4 $226K - $253K
135K $29.8M
NKE
Nike, Inc.

Consumer Cyclical
-380
- 3.0%
$73.36 - $89.13 $27.9K - $33.9K
12.3K $929K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-130
- 0.89%
$442.29 - $483.08 $57.5K - $62.8K
14.5K $6.58M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.13K
- 38.47%
$22.39 - $23.45 $137K - $144K
9.8K $225K
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.4K
- 2.92%
$34.42 - $35.88 $82.5K - $86K
79.5K $2.76M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-910
- 14.84%
$106.56 - $113.11 $97K - $103K
5.22K $558K
MRK
Merck & Co., Inc.

Healthcare
-49
- 0.88%
$96.31 - $114.76 $4.72K - $5.62K
5.5K $547K
F
Ford Motor CO

Consumer Cyclical
-5.84K
- 16.82%
$9.69 - $11.4 $56.6K - $66.6K
28.9K $285K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.53K
- 22.46%
$47.26 - $48.18 $72.4K - $73.8K
5.29K $250K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-7.68K
- 2.52%
$124.26 - $134.12 $954K - $1.03M
297K $38.2M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-849
- 5.29%
$33.43 - $36.52 $28.4K - $31K
15.2K $512K
WY
Weyerhaeuser CO

Real Estate
-15
- 0.13%
$27.21 - $33.7 $408 - $506
11.9K $336K
PSA
Public Storage

Real Estate
-6
- 0.6%
$289.33 - $360.21 $1.74K - $2.16K
1K $299K
AMGN
Amgen Inc

Healthcare
-56
- 6.66%
$258.78 - $328.31 $14.5K - $18.4K
785 $204K
SBUX
Starbucks Corp

Consumer Cyclical
-191
- 2.54%
$87.44 - $102.5 $16.7K - $19.6K
7.33K $668K
AOA
Ishares Tr Core Aggressive All

ETFs
-224
- 1.38%
$76.61 - $79.88 $17.2K - $17.9K
16K $1.22M
CMCSA
Comcast Corp

Communication Services
-129
- 1.14%
$37.39 - $45.14 $4.82K - $5.82K
11.2K $418K
Activity Summary
Buys All Purchases 102 New Holdings 27 Increased Positions 75 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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